Getting Started
Getting Started with the Compliance Wizard
Create compliance documentation structured around OCR's safeguard requirements in about 45 to 60 minutes. No signup required for free tier, and all outputs are templates that require legal review.
How the Compliance Wizard Works
Practice Setup
Enter your practice information once (name, EIN, providers, AI tools). We reuse this across all documents.
- Practice name and contact information
- Number of providers
- AI scribe tools you use (Abridge, Nuance DAX, etc.)
- Compliance officer and policy owner
Complete 5 Compliance Sections
Walk through each section with guided questions. AI assistance available for each field.
What you'll create:
- AI Usage Policy - Written policies for AI scribe usage
- Audit Checklist - Quarterly spot-check procedures
- Staff Training - Training materials and requirements
- Risk Assessment - Documented risks and mitigation
- Patient Education - Disclosure and consent materials
Review & Generate Documents
Review all sections, then generate professional PDF documents ready for OCR audits.
Free Tier: Generate all 5 document types as PDFs
Paid Plans: Export as ZIP package, track changes, multi-user access
Important: OpsIQ is a documentation tool only. All generated documents must be reviewed by your compliance/legal staff before relying on them. This is not legal advice. Read full disclaimer
Common Questions
Do I need to create an account?
No signup needed for free tier. You can complete the wizard and generate documents without creating an account. To save your progress and access documents later, use "Save & Return Later" which sends you a secure magic link via email.
How long does it take?
Typical path takes 45 to 60 minutes to complete all sections and generate your initial documentation templates. You can save progress and return later.
What documents will I get?
You will generate 5 professional PDF documents: AI Usage Policy, Quarterly Audit Checklist, Staff Training Guide, Risk Assessment, and Patient Education Guide.
Can I edit documents later?
Free tier: Complete the wizard again to generate updated documents. Paid plans: Access your dashboard to edit and regenerate documents anytime.
Is this legal advice?
No. OpsIQ is a documentation tool only. All outputs must be reviewed by your compliance/legal team.
Can I use this for multiple practices?
Free/Starter plans support one practice. Professional supports up to 5 practices. Enterprise supports unlimited practices.
Tips for Medical Practices
Complete All Sections
OCR requires all 6 components (BAA, Policy, Audits, Training, Risk Assessment, Education). The wizard helps you create 5 of them.
Review with Legal Counsel
OpsIQ generates templates only. Have your compliance officer or attorney review all documents before finalizing.
Keep Documents Updated
Regenerate documents when your practice changes (new providers, new AI tools, policy updates).
Train Staff Regularly
Use the generated training materials to educate staff. OCR requires documented training on HIPAA and AI oversight.
Ready to create your compliance documentation?
Start Compliance WizardNot ready? anything about HIPAA compliance.